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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,412 | $93,598+140.8% | $135,974+65.8% | $75,173+199.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.61% | 30.89%-6.3pp | 68.30%-43.7pp | 160.72%-136.1pp |
| Employer contribution / active EE | $4,906 | $3,538+38.7% | $4,859+1.0% | $2,671+83.7% |
| Participant deferral / active EE | $12,979 | $6,405+102.6% | $7,760+67.3% | $4,126+214.5% |
| Admin fee / account holder | $3,638 | $6,978-47.9% | $10,767-66.2% | $5,651-35.6% |